War and peace? The preoccupations of an unstable world
Jupiter’s Alastair Irvine takes stock of a world at its most dangerous for at least four decades, and assesses the investment implications
Jupiter Asset Management 14th Mar 2024
Income investing in a higher-yield world
Fidelity’s Talib Sheikh unpacks why a multi-asset approach is still the most attractive long-term option for income seekers
Fidelity International 14th Mar 2024
The geopolitical future that has already happened
The consequences of “the future that has already happened” are likely to be profound for investors, according to Ninety One’s Sahil Mahtani, Head of Macro Research
Ninety One 14th Mar 2024
Schroders | Life after cash and investing at all-time highs
A muddled inflation picture, uncertainty over if or when rates might be cut, and markets at all-time highs … Schroders asks: what should investors do?
Schroders 14th Mar 2024
Baillie Gifford | Investing in a new recipe for weight loss: the rise of GLP-1 drugs
Baillie Gifford explores the huge growth potential for Novo Nordisk’s anti-obesity medicines.
Baillie Gifford 14th Mar 2024
Baillie Gifford | Scottish Mortgage – Invest in Progress podcast
Lawrence Burns asks Climeworks’ CEO why he thinks the carbon removal industry could be as big by 2050 as oil and gas is today.
Premier Miton Investors | Who wins the next property cycle?
Alex Ross, manager of the Premier Miton Pan European Property Share Fund, believes this next property cycle will see a different type of winner to that seen during the decade of ultra-low rates. Premier Miton Investors 14th Mar 2024
Alex Ross, manager of the Premier Miton Pan European Property Share Fund, believes this next property cycle will see a different type of winner to that seen during the decade of ultra-low rates.
Premier Miton Investors 14th Mar 2024
Premier Miton Investors | ESG – for contrarians
Matthew Tillett, fund manager of the Premier Miton UK Value Opportunities Fund, assesses ESG’s impact on the investment landscape over the past decade, and focuses on three industries not nor...
Meta is an inome stock
In the latest Perspectives, Premier Miton’s David Jane, highlights the Macro Thematic team’s pragmatic approach to income investing.
All aboard the growth investing train
Why do we prefer growth stocks despite the lure of shorter-term assets? Baillie Gifford’s James Budden explains why investors should consider the long-term potential of growth stocks despite...
Baillie Gifford 13th Mar 2024
Three mistakes investors make during election years
Politics can bring out strong emotions and biases, but investors would be wise to put these aside when making investment decisions, warns Capital Group.
Capital Group 13th Mar 2024
Friendshoring brings industrial-sized investment opportunity
Capital Group explores friendshoring – a deliberate policy decision to encourage trade with friendly neighbours at a time when geopolitical tensions are increasing around the world.
Is technology man’s best medicine?
Capital Group’s Matt Reynolds outlines some of the key investment opportunities that are being unlocked by technological breakthroughs across a patient’s journey.
Small-cap stocks: seven opportunities to watch in 2024
As the Fed appears to be pivoting to a more dovish stance, potentially leading to an easing of financial conditions, the outlook for small cap stocks is brightening.
The Week: The rise and rise of the gold price
The extent of the gold price rally is too much to be explained by interest rate and inflation expectations alone.
Adviser-Hub 13th Mar 2024
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